Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$177K Sell
2025
Q2
$176K Hold
2025
Q1
$146K Hold
2024
Q4
$162K Hold
2024
Q3
$122K Hold
2024
Q2
$101K Hold
2024
Q1
$118K Sell
2023
Q4
$168K Hold
2023
Q3
$118K Hold
2023
Q2
$140K Hold
2023
Q1
$104K Hold
2022
Q4
$75K Buy
2022
Q3
$23.2K Hold
2022
Q2
$26.9K Hold
2022
Q1
$58.1K Hold
2021
Q4
$118K Buy